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ExxonMobil

2,533 hedge funds and large institutions have $181B invested in ExxonMobil in 2019 Q2 according to their latest regulatory filings, with 84 funds opening new positions, 979 increasing their positions, 1,207 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 75

4% more call options, than puts

Call options by funds: $1.99B | Put options by funds: $1.91B

0.05% less ownership

Funds ownership: 55.81%55.76% (-0.05%)

1% less funds holding

Funds holding: 2,5592,533 (-26)

5% less capital invested

Capital invested by funds: $191B → $181B (-$10.1B)

19% less repeat investments, than reductions

Existing positions increased: 979 | Existing positions reduced: 1,207

20% less funds holding in top 10

Funds holding in top 10: 333266 (-67)

Holders
2,533
Holders Change
-26
Holders Change %
-1.02%
% of All Funds
55.01%
Holding in Top 10
266
Holding in Top 10 Change
-67
Holding in Top 10 Change %
-20.12%
% of All Funds
5.78%
New
84
Increased
979
Reduced
1,207
Closed
75
Calls
$1.99B
Puts
$1.91B
Net Calls
+$83.2M
Net Calls Change
-$126M
Name Holding Trade Value Shares
Change
Change in
Stake
CC
1501
Cadinha & Co
Hawaii
$1.65M +$108K +1,400 +7%
EIA
1502
Edgemoor Investment Advisors
Maryland
$1.64M -$13.2K -170 -0.8%
Koshinski Asset Management
1503
Koshinski Asset Management
Illinois
$1.64M -$680K -8,790 -29%
WA
1504
WealthTrust Axiom
Pennsylvania
$1.64M -$6.27K -81 -0.4%
SXL
1505
Summit X LLC
Missouri
$1.64M +$6.89K +89 +0.5%
BWCS
1506
Beirne Wealth Consulting Services
Connecticut
$1.63M -$156K -2,013 -9%
SAM
1507
SignalPoint Asset Management
Missouri
$1.63M +$12.3K +159 +0.8%
VWA
1508
VERITY Wealth Advisors
United States
$1.63M -$115K -1,481 -7%
WOC
1509
West Oak Capital
California
$1.63M +$198K +2,555 +14%
GVAG
1510
Great Valley Advisor Group
Delaware
$1.63M +$416K +5,375 +34%
HFA
1511
High Falls Advisors
New York
$1.63M +$81.5K +1,053 +5%
BFA
1512
Brendel Financial Advisors
New Hampshire
$1.63M -$84K -1,085 -5%
WRM
1513
Weybosset Research & Management
Rhode Island
$1.63M -$6.58K -85 -0.4%
FF
1514
Fluent Financial
Texas
$1.62M +$1.11M +14,378 +211%
OCM
1515
Osterweis Capital Management
California
$1.62M -$210K -2,719 -11%
CP
1516
Camelot Portfolios
Ohio
$1.62M -$17.1K -221 -1%
UAS
1517
United Asset Strategies
New York
$1.62M +$50.1K +647 +3%
MFG
1518
Magnus Financial Group
New York
$1.62M +$81.7K +1,055 +5%
BIA
1519
Bigelow Investment Advisors
Maine
$1.62M -$18.9K -244 -1%
IUHSA
1520
Itau Unibanco Holding S.A.
Brazil
$1.61M +$54.7K +706 +3%
AFG
1521
Albion Financial Group
Utah
$1.61M -$39.1K -505 -2%
PWA
1522
Providence Wealth Advisors
Illinois
$1.61M +$28.8K +372 +2%
BE
1523
Bonness Enterprises
District of Columbia
$1.61M
CT
1524
Clearstead Trust
Maine
$1.61M +$6.58K +85 +0.4%
GC
1525
Grace Capital
Massachusetts
$1.61M +$96K +1,240 +6%

XOM Hedge Fund Activity: Q2 2019 in Review

2,533 of the 4,605 institutional investors tracked by Wall St. Rank reported a position in ExxonMobil (XOM) for Q2 2019, worth a combined $181B — down 5.3% from $191B a quarter earlier.

Buyers outnumbered sellers: 84 funds opened new XOM positions and 75 closed out — a net gain of 9 holders — while 979 added to existing stakes and 1,207 trimmed.

The largest buyer was Nuveen, adding an estimated $1.72B. The largest seller was State Street, cutting an estimated $287M.

  • 2,533 institutional investors held ExxonMobil (XOM) as of Q2 2019, down from 2,559 in Q1 2019.
  • Funds reported $181B of ExxonMobil stock for Q2 2019, down 5.3% quarter-over-quarter.
  • 84 funds opened new ExxonMobil positions in Q2 2019 and 75 closed out, a net change of +9 holders.
  • The largest ExxonMobil buyer in Q2 2019 was Nuveen, an estimated $1.72B added.
  • The largest ExxonMobil seller in Q2 2019 was State Street, an estimated $287M sold.

Based on aggregated 13F filings for Q2 2019.